Future Financial Services Penrith is a boutique financial planning firm offering a range of services including retirement planning, wealth creation, superannuation, and insurance planning advice. Led by Principal Financial Planner Alex McKenzie, the firm prides itself on providing personalised and easy-to-understand advice tailored to clients at different life stages. With over 15 years of experience, the team at Future Financial Services is well-versed in legislation and strategies related to superannuation, insurance, investments, taxation, and Centrelink, ensuring quality advice to help clients achieve their financial goals.
At Future Financial Services, the focus is on directing income towards meaningful spending and reducing expenses that do not add value to clients’ lives. The firm believes in helping individuals identify their financial and lifestyle goals, offering tailored advice based on their unique circumstances and needs. By following a defined financial planning process, the team ensures that clients understand the services available to them and how they can work towards achieving their objectives. With a commitment to ongoing professional development and staying abreast of industry changes, Future Financial Services aims to provide responsible and personalised advice to improve clients’ financial positions.
As a member of Pinnacle and a Certified Quality Advice Practice, Future Financial Services upholds high standards in providing financial advice. The firm collaborates with clients to develop and implement financial plans, offering support in navigating changing circumstances and adjusting strategies as needed. With a focus on turning goals into actionable plans, Future Financial Services works with clients to build a secure financial future and achieve long-term financial security.